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Thursday 28 December 2023
AI chip rivalry heats up: Micron and Intel challenge Samsung, SK Hynix and Nvidia dominance

As the artificial intelligence (AI) chip market gains momentum, major players are strategically exploring new avenues to capitalize on the growing opportunities. Companies...

Wednesday 27 December 2023
Nvidia reportedly gives SK Hynix and Micron significant advance payments to secure HBM supply
It is reported that Nvidia has paid hundreds of millions of dollars in advance to SK Hynix and Micron to ensure a stable supply of High Bandwidth Memory (HBM). Recently, Samsung Electronics...
Wednesday 27 December 2023
MediaTek has become a 'system' company rather than a mere IC design house, says CEO
MediaTek is evolving into more than just an IC design house, according to company vice chairman Rick Tsai.
Friday 22 December 2023
Samsung and Naver's AI semiconductor stuns with 8x superior energy consumption performance, surpassing Nvidia and Google
Samsung Electronics and South Korea's renowned search engine firm, Naver, have unveiled the outcomes of their year-long partnership in AI semiconductors, showcasing exceptional power...
Friday 22 December 2023
Intel unveils Gaudi 3 but challenge remains for exporting to China
Before the year-end holidays of 2023, Intel held an "AI Everywhere" conference to launch its Meteor Lake and Gen5 Xeon CPU as Intel CEO Pat Gelsinger copied Steve Jobs's "One More...
Friday 22 December 2023
Chip industry navigating growth and challenges in the evolving industry landscape
The importance of the semiconductor industry to Taiwan is self-evident. Among them, TSMC (Taiwan Semiconductor Manufacturing Company) holds a high global market share in advanced...
Friday 22 December 2023
Intel CEO Pat Gelsinger charts a course of tech leadership amidst quantum and AI advancements
Intel CEO Pat Gelsinger recently outlined his vision for Intel's continued leadership in the semiconductor industry when speaking at the Massachusetts Institute of Technology (MIT),...
Thursday 21 December 2023
China customers complain about having to wait 1 year to get Nvidia GPUs
Under the US export restriction of AI chips, Large Language Model (LLM) computing service providers in China noted that they must wait over 1 year to lay their hands on Nvidia's AI...
Monday 18 December 2023
China struggles to acquire advanced HBMs amid surging demand despite softening US curbs
Even though the White House seems to have softened its stance on chip export curbs against China, China still struggles to acquire the most advanced HBMs amid surging demand.
Monday 18 December 2023
Weekly news roundup: Huawei will make 1 billion 5G devices for Europe in France and other top stories
These are the most-read DIGITIMES Asia news stories in the week of December 11-15:
Friday 15 December 2023
Microsoft pivoting from H100 to B100 GPUs in 2024 amidst AI arms race
In a strategic pivot, Microsoft is set to acquire a substantial number of Nvidia's cutting-edge B100 GPUs in 2024, diverting from its earlier procurement of Nvidia's H100. This decision...
Thursday 14 December 2023
Wiwynn chairperson explores challenge of power efficiency in AI servers
Emily Hong, the Chairman of the Taiwan-based server ODM giant Wiwynn, has indicated that despite Nvidia's current dominance in the AI server industry, numerous companies are making...
Thursday 14 December 2023
TSMC lands rush orders for Nvidia China-bound processors
Nvidia has placed orders with TSMC for its China-bound AI processors that necessitate SHR (Super Hot Run). The commencement of fulfillment is planned for the first quarter of 2024,...
Wednesday 13 December 2023
Four countries in 7 days: Implication of Nvidia CEO Jensen Huang's Asia trips
Nvidia made headlines again with CEO Jensen Huang's Asia tour to Japan, Malaysia, Singapore, and Vietnam over the past week. Yet it takes a grander perspective to see the strategy...
Wednesday 13 December 2023
Layoffs resume, but businesses battle for AI talents
Despite recent job cuts, notably among US firms, businesses are still battling for AI talent, according to industry sources.
Holtek
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research